| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | AETNA LIFE INSURANCE COMPANY | $291K | $87 | $291K | 3.56% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC | $45K | — | $45K | 2.99% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | AETNA HEALTH OF CALIFIFORNIA INC | $19K | — | $19K | 2.99% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | STANDARD INSURANCE COMPANY | $67K | $2K | $69K | 20.71% |
| ACCRETIVE ENROLLMENT SVCS LLC3 | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $13K | $13K | 3.83% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $74 | $74 | 0.02% |
| ACCRETIVE ENROLLMENT SVCS LLC3 | 27064 OAKMEAD PERRYSBURG, OH 43551 | STANDARD INSURANCE COMPANY | $61K | — | $61K | 18.49% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78232 | STANDARD INSURANCE COMPANY | — | $11K | $11K | 3.40% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 840 GESSNER ROAD, SUITE 700 HOUSTON, TX 77024 | STANDARD INSURANCE COMPANY | — | $2K | $2K | 0.60% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN INC | $9K | — | $9K | 2.79% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | STANDARD INSURANCE COMPANY | $23K | $1K | $24K | 16.90% |
| ACCRETIVE ENROLLMENT SVCS LLC3 | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $6K | $6K | 3.96% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $54 | $54 | 0.04% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | STANDARD INSURANCE COMPANY | $14K | $582 | $15K | 15.73% |
| ACCRETIVE ENROLLMENT SVCS LLC3 | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $3K | $3K | 3.73% |
| ASSUREDPARTNERS3 Filed as: ASSURED PARTNERS OF HOUSTON LLC | 13750 SAN PEDRO AVE, SUITE 550 SAN ANTONIO, TX 78231 | STANDARD INSURANCE COMPANY | — | $41 | $41 | 0.04% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $2K | — | $2K | 3.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS INSURANCE SVCS OF CA INC. | 2010 MAIN STREET, SUITE 1050 IRVINE, CA 92614 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $1K | — | $1K | 4.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,254 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,261 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 7 carriers) | AETNA LIFE INSURANCE COMPANY | 1,306 | $10.8M |
| Dental | AETNA LIFE INSURANCE COMPANY | 1,306 | $8.2M |
| Vision(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 1,306 | $8.2M |
| Life insurance | STANDARD INSURANCE COMPANY | 1,210 | $333K |
| Short-term disability | STANDARD INSURANCE COMPANY | 199 | $93K |
| Long-term disability | STANDARD INSURANCE COMPANY | 177 | $143K |
| Prescription drug(8 contracts, 7 carriers) | AETNA LIFE INSURANCE COMPANY | 1,306 | $10.8M |
| Other(2 contracts) | STANDARD INSURANCE COMPANY | 1,210 | $664K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,306 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.